礼来是风险最低、最合理的选择：他称其为医疗健康领域的标普500式收购机器，凭借1.22万亿美元市值和资本不断收购成功的初创公司和竞争对手。其PEG约为1.9，低于他偏好的2，尽管业绩强劲，估值仍保持合理。
逐段跳播
下一个期权的 PEG 大约为 1.9，这算是个有点魔力的数字，因为对这类公司中的一些，我倾向于 PEG 低于 2。就是这家公司，Eli Lilly。Eli Lilly 已经是一家市值万亿美元的公司，但我把它称为人工智能领域的“标普 500”。
因为周六的这次会议对 Moderna 来说可能结果非常糟糕，然后股价会跌回 140 美元，你就会把全部收益都亏掉。也可能进展非常顺利，股价能涨到 300 美元。这是你的高波动选项。
在我看来，你风险最低、最明智的选项，是像 Eli Lilly 这样的选项。
This next option has a PEG ratio of around 1.9, which is a bit of a magic number as I prefer to be under two for some of these providers. This is the company here. It's Eli Lilly.
Eli Lilly is already a trillion-dollar company , but I call it the "S&P 500" of artificial intelligence. Because this meeting on Saturday could go disastrously for Moderna, and then the stock will fall back to $140, and you will have lost all your gains.
It could also go very well, and the stock could reach $300. This is your high-volatility option. Your least risky and most sensible option, in my opinion, is an option like Eli Lilly.
回到 Eli Lilly。我某种程度上把 Eli Lilly 看作医疗保健板块里的标普 500 式玩家。我这么说的原因是，与其挑一堆单独的医疗保健股票，你可以把 Eli Lilly 看作这样一个实体：它会找上任何开始成功、开始成长的公司，说：“这样吧，我们要买你的软件，我们要买你的初创公司。”
他们非常擅长收购。他们就是一台收购机器。我的意思是，他们简直是把能到手的每一个竞争对手都吞掉。他们有这么做所需的资本，有这么做所需的声誉，有这么做所需的盈利能力，也具备这么做所需的市场价值。
我的意思是，他们的市值超过一万亿美元。是的，市值 1.22 万亿美元。这是一家非常大的公司，而且理所应当。因此，我认为这是风险最低的选项，而且尽管他们的业绩确实非常好，我仍然认为他们的估值是合理的。
let's get back to Eli Lilly. I see Eli Lilly somewhat as a player in the S&P 500 in the healthcare sector. The reason I say this is that instead of picking a bunch of individual healthcare stocks, you can look at Eli Lilly as an entity that comes up to anyone who's starting to get successful and grow and says, "You know what?
We're going to buy your software. We're going to buy your startup." They are really good at acquisitions. They are a machine of acquisition. I mean, they literally swallow up every competitor they can get their hands on.
They have the capital needed to do so. And they have the reputation to do so . And they have the profitability to do so. They possess the necessary market value to do so. I mean, they have a market value of over a trillion dollars.
Yes , a market capitalization of $1.22 trillion. It's a very large company. And rightfully so . Therefore, I believe this is the least risky option, and I still think their valuation is reasonable despite the fact that their performance has been very good indeed.
这个频道对 $LLY 的历次判断
Meet Kevin 在这只股票上共 3 条判断，这里只列相邻的几条。